Latest Institutional Transactions on Truist Financial Corp (TFC)
This table provides information on the latest institutional transactions involving Truist Financial Corp (TFC) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.28K- 3.64% |
$53K - $61.4K
|
33.8K
$1.54M
|
|
|
Feb 12, 2025
Q4 2024
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
19.8K+ 31.67% |
$822K - $953K
|
82.4K
$3.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Caisse Des Depots Et Consignations
Paris, I0 |
BUY
|
- |
52.3KNew |
$2.17M - $2.52M
|
52.3K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Loomis Sayles & CO L P
|
SELL
|
- |
-1.97K- 11.65% |
$81.9K - $94.9K
|
15K
$684K
|
|
|
Feb 12, 2025
Q4 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
38.6K+ 9.22% |
$1.6M - $1.86M
|
457K
$20.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
104K+ 13.36% |
$4.33M - $5.02M
|
885K
$40.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
27.8KNew |
$1.15M - $1.34M
|
27.8K
$1.27M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.7K+ 2.78% |
$112K - $130K
|
99.9K
$4.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
386+ 0.95% |
$16K - $18.6K
|
41.1K
$1.88M
|
|
|
Feb 12, 2025
Q4 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-3.03K- 0.94% |
$126K - $146K
|
317K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
New Age Alpha Advisors, LLC
Rye, NY |
BUY
|
- |
97.2KNew |
$4.03M - $4.67M
|
97.2K
$4.44M
|
|
|
Feb 12, 2025
Q4 2024
|
X Square Capital, LLC
|
SELL
|
- |
-931- 7.22% |
$38.6K - $44.8K
|
12K
$547K
|
|
|
Feb 12, 2025
Q4 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
110+ 1.8% |
$4.57K - $5.29K
|
6.22K
$284K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-410- 2.05% |
$17K - $19.7K
|
19.6K
$896K
|
|
|
Feb 12, 2025
Q4 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-732K- 89.24% |
$30.4M - $35.2M
|
88.3K
$4.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
40.2KNew |
$1.67M - $1.94M
|
40.2K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
30.1KNew |
$1.25M - $1.45M
|
30.1K
$1.37M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-599- 4.93% |
$24.9K - $28.8K
|
11.5K
$527K
|
|
|
Feb 12, 2025
Q4 2024
|
Oddo Bhf Asset Management Sas
Paris, I0 |
BUY
|
- |
5.09K+ 22.2% |
$211K - $245K
|
28K
$1.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
10New |
$415 - $481
|
10
$457
|
|
|
Feb 12, 2025
Q4 2024
|
Tom Russo
Gardner Russo & Quinn LLC
|
BUY
|
- |
71+ 0.74% |
$2.95K - $3.42K
|
9.62K
$439K
|
|
|
Feb 12, 2025
Q4 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-120- 8.03% |
$4.98K - $5.77K
|
1.38K
$62.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Ci Investments Inc.
Toronto, A6 |
BUY
|
- |
1.82K+ 32.89% |
$75.6K - $87.6K
|
7.36K
$336K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
46+ 0.44% |
$1.91K - $2.21K
|
10.4K
$477K
|
|
|
Feb 12, 2025
Q4 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-1.33K- 3.19% |
$55K - $63.7K
|
40.2K
$1.84M
|
|
|
Feb 12, 2025
Q4 2024
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-711- 6.03% |
$29.5K - $34.2K
|
11.1K
$506K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-80- 1.35% |
$3.32K - $3.85K
|
5.84K
$266K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-1- 0.03% |
$41.5 - $48.1
|
3.28K
$150K
|
|
|
Feb 12, 2025
Q4 2024
|
Clear Street Markets LLC
|
SELL
|
- |
-1.2K- 18.75% |
$49.8K - $57.7K
|
5.2K
$237K
|
|
|
Feb 12, 2025
Q4 2024
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
19.3K+ 2.05% |
$802K - $929K
|
961K
$43.9M
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
27.7K+ 36.12% |
$1.15M - $1.33M
|
104K
$4.77M
|
|
|
Feb 12, 2025
Q4 2024
|
Arrowstreet Capital, Limited Partnership
Boston, MA |
SELL
|
- |
-3.58M- 85.6% |
$149M - $172M
|
602K
$27.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
SELL
|
- |
-3.66K- 6.1% |
$152K - $176K
|
56.3K
$2.57M
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
SELL
|
- |
-112K- 5.69% |
$4.65M - $5.39M
|
1.86M
$84.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-313- 2.66% |
$13K - $15.1K
|
11.4K
$522K
|
|
|
Feb 12, 2025
Q4 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
1.36KNew |
$56.4K - $65.3K
|
1.36K
$62K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
14.3K+ 9.17% |
$595K - $690K
|
171K
$7.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
82.7K+ 4.15% |
$3.43M - $3.98M
|
2.08M
$94.8M
|
|
|
Feb 12, 2025
Q4 2024
|
California Public Employees Retirement System
Sacramento, CA |
SELL
|
- |
-237K- 10.09% |
$9.83M - $11.4M
|
2.11M
$96.4M
|
|
|
Feb 12, 2025
Q4 2024
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
SELL
|
- |
-102K- 37.44% |
$4.24M - $4.91M
|
170K
$7.78M
|
|
|
Feb 12, 2025
Q4 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
2.88K+ 11.63% |
$120K - $139K
|
27.7K
$1.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-892- 8.88% |
$37K - $42.9K
|
9.15K
$418K
|
|
|
Feb 12, 2025
Q4 2024
|
United Bank
|
BUY
|
- |
2.84K+ 3.9% |
$118K - $137K
|
75.8K
$3.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-26.3K- 44.64% |
$1.09M - $1.27M
|
32.6K
$1.49M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15K+ 8.92% |
$621K - $720K
|
183K
$8.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Skba Capital Management LLC
San Francisco, CA |
BUY
|
- |
128K+ 92.46% |
$5.29M - $6.13M
|
265K
$12.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
SELL
|
- |
-151K- 56.31% |
$6.25M - $7.24M
|
117K
$5.34M
|
|
|
Feb 12, 2025
Q4 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
7KNew |
$290K - $337K
|
7K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
5.92KNew |
$246K - $285K
|
5.92K
$270K
|